Financial advisor
DAVID TIMOTHY MALLECK
At Beacon Pointe Advisors · Dallas, TX
Registered as David Timothy Malleck
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Silver Lake Capital Partners | Silver Lake Capital Partners | Beacon Pointe Advisors | Acquisition | October 20, 2026 | $200M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | Investment adviser | October 14, 2026 | Current |
| CABOT LODGE SECURITIES LLC | Broker-dealer | July 23, 2024 | October 25, 2024 |
| SILVER LAKE CAPITAL PARTNERS | Investment adviser | May 14, 2024 | October 19, 2026 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | January 2, 2009 | May 16, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES | Investment adviser | January 2, 1997 | January 2, 2009 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | January 2, 1997 | May 16, 2024 |
| RHODES SECURITIES, INC. | Broker-dealer | December 19, 1990 | January 7, 1997 |
| PERFORMAX INVESTMENT SERVICES, INC. | Broker-dealer | April 5, 1988 | December 19, 1990 |
| FIRST WESTERN SECURITIES, INC. | Broker-dealer | July 7, 1987 | March 17, 1988 |
| MINTON SCHMID, LANDERS VINTON REUTHER & SMITH, INC. | Broker-dealer | March 30, 1987 | July 15, 1987 |
| SHEARSON LEHMAN BROTHERS INC. | Broker-dealer | July 15, 1983 | March 30, 1987 |
| FIRST MID-AMERICA INC. | Broker-dealer | April 1, 1982 | July 8, 1983 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.